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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

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Out of 400,000+ nationwide

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Daniel K

Series 65

North Manchester, IN

Whitestone Capital Management LLC

Active portfolio management Passive / index investing Tax-loss harvesting
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Mark K

Series 63, Series 65

North Manchester,, IN

BayTrust Wealth Management, LLC

Retirement income strategy Equity compensation tax strategy Business succession planning Cash flow / budgeting Wealth management Founder/Business Owner Executive
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Terry D

Series 63, Series 65

Roann, IN

Brookwood Investment Group

General retirement planning Active portfolio management Passive / index investing Founder/Business Owner Retired
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Nicole T

CFP®, ChFC®, Series 63, Series 66

Huntington, IN

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.)
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Matthew A

Series 63, Series 65

North Manchester, IN

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Steven B

Series 66

Huntington, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
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Sandra A

CFP®, Series 63, Series 66

North Manchester, IN

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General retirement planning
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Douglas S

Series 63

Huntington, IN

Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Justin B

Series 66

Huntington, IN

Edward Jones

General estate planning guidance Multi-generational wealth transfer Retirement income strategy LGBTQIA
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Bradley R

Series 63, Series 65

North Manchester, IN

LPL Enterprise

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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